NRI from all over the world (including U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹99.01
0.20%
NAV as on 16 Dec 24, 12:00 AM
very high risk
equity infrastructure
equity
NAV as on 16 Dec 24, 12:00 AM
very high risk
equity infrastructure
equity
31.42%p.a.
Last 1Y
27.03%p.a.
Last 3Y
27.81%p.a.
Last 5Y
12.83%p.a.
Since Inception
About Aditya Birla Sun Life Infrastructure Plan A Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Aditya Birla Sun Life Infrastructure Plan A Growth scheme from Aditya Birla Sun Life AMC Ltd. It is a Equity - Infrastructure mutual fund scheme that predominantly invests in Equity - Infrastructure stocks of companies. Launched on Mar 2006, Aditya Birla Sun Life Infrastructure Plan A Growth is Equity - Infrastructure fund of its category with 1,194.79 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Equity - Infrastructure funds.
- Aditya Birla Sun Life Infrastructure Plan A Growth delivered 31.4% annual returns during the last year. It has delivered 12.8% average annual returns since the fund was launched.
- Aditya Birla Sun Life Infrastructure Plan A Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The scheme seeks to provide medium to long-term capital appreciation, by investing predominantly in a diversified portfolio of equity and equity related securities of companies that are participating in the growth and development of Infrastructure in India.
Top 10 Holdings
Larsen & Toubro Ltd
5.81%
Bharti Airtel Ltd
5.37%
NTPC Ltd
3.77%
UltraTech Cement Ltd
3.19%
Oil & Natural Gas Corp Ltd
2.69%
Kirloskar Pneumatic Co Ltd
2.30%
Tega Industries Ltd
2.23%
Pitti Engineering Ltd
2.12%
Power Mech Projects Ltd
2.06%
JK Cement Ltd
2.00%
Fund Managers
- Mahesh Patil (Sep 2022 - Present)
- Jonas Bhutta (Sep 2022 - Present)
- Dhaval Joshi (Nov 2022 - Present)
Key Information
View Scheme Document
Aditya Birla Sun Life Infrastructure Plan A Growth SIP Calculator
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NRI Mutual Fund Tax on Aditya Birla Sun Life Infrastructure Plan A Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Aditya Birla Sun Life Infrastructure Plan A Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Aditya Birla Sun Life Infrastructure Plan A Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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